See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,580 | $157,256+18.0% | $141,162+31.5% | $152,861+21.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.54% | 64.32%-38.8pp | 71.39%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,257 | $5,261-57.1% | $4,735-52.3% | $4,762-52.6% |
| Participant deferral / active EE | $5,610 | $7,109-21.1% | $6,709-16.4% | $5,850-4.1% |
| Admin fee / account holder | $239 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |